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Brookfield
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Overview Fund Activity

639 hedge funds and large institutions have $29.6B invested in Brookfield in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 65 increasing their positions, 492 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-47
Holders Change %
-6.85%
% of All Funds
10.31%
Holding in Top 10
44
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-39.73%
% of All Funds
0.71%
New
81
Increased
65
Reduced
492
Closed
114
Calls
$18.9M
Puts
$32.1M
Net Calls
-$13.2M
Net Calls Change
+$26.3M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$68.8M
2
JFG
Jefferies Financial Group
New York
+$58.1M
3
TPM
Triasima Portfolio Management
Quebec, Canada
+$37.7M
4
Renaissance Technologies
Renaissance Technologies
New York
+$30.5M
5
NEI
Northwest & Ethical Investments
Ontario, Canada
+$29.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.58B
2
BC
Brookfield Corp
Ontario, Canada
-$923M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$665M
4
Fidelity International
Fidelity International
Bermuda
-$617M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
526
Washington Trust Advisors
Massachusetts
$108K +$38.4K +1,222 +55%
TSW
527
Thompson Siegel & Walmsley
Virginia
$106K -$25.1K -800 -19%
AAM
528
Advisors Asset Management
Colorado
$102K -$12.1K -385 -11%
GIS
529
Grayhawk Investment Strategies
Alberta, Canada
$99.4K -$11.3M -3,424 -99%
BWA
530
BDO Wealth Advisors
Florida
$78.7K -$18.7K -593 -19%
S
531
SignatureFD
Georgia
$72.9K -$8.37K -266 -10%
IRAG
532
Investment Research & Advisory Group
Georgia
$70.8K +$70.8K +2,250 New
BWL
533
Bogart Wealth LLC
Virginia
$65.1K -$18.1K -575 -22%
FWA
534
Freedom Wealth Alliance
Wisconsin
$64.5K +$64.5K +2,050 New
HIA
535
Harbor Investment Advisory
Maryland
$64.3K -$11.5K -366 -15%
CFGS
536
Concourse Financial Group Securities
Alabama
$64.3K -$11K -349 -15%
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$64K -$46.6K -1,476 -42%
TWM
538
Tradition Wealth Management
Minnesota
$60K -$14.2K -450 -19%
PTC
539
Private Trust Company
Ohio
$58K -$13.8K -436 -19%
WT
540
Washington Trust
Rhode Island
$57.9K -$13K -413 -18%
TWA
541
TCI Wealth Advisors
Arizona
$57.6K -$13.7K -434 -19%
QC
542
Quent Capital
New York
$57.1K -$29.3K -931 -34%
EWA
543
EverSource Wealth Advisors
Alabama
$56.9K -$6.58K -209 -10%
CYG
544
Clean Yield Group
Vermont
$55.7K +$55.7K +1,771 New
CDIA
545
Capital Directions Investment Advisors
Georgia
$52.8K +$52.8K +1,677 New
Fifth Third Bancorp
546
Fifth Third Bancorp
Ohio
$49.5K -$102K -3,256 -67%
NA
547
NewEdge Advisors
Louisiana
$48.5K +$48.5K +3,824 New
CB
548
Community Bank
New York
$48.1K -$11.4K -362 -19%
MHR
549
Matthew Hamilton Rosenberg
$47.6K -$11.3K -359 -19%
BTI
550
Blue Trust Inc
Georgia
$41K +$20.4K +500 +99%
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